Cashflow Advisory & Financial Health Check

“Lieu educated & empowered us to make financial decisions on our own term going forward, taking his advice only if it make sense or aligned to our goals at the time we need to make the decisions.

Also, he had demystified the complexities in our personal financial situation, plus and gave us such insightful perspectives so we could see the bigger picture. It’s not only about the How’s, but the Why’s as well, minus the jargons.

Conversations were very fluid and interactive, yet concise and straight to the point.

“CF Lieu helped me to conduct a thorough tax planning for my private practice and investment portfolio. He came to me at the right timing of my career and, in turn I engaged him for fees-based advisory. I never would have thought a CFP can do advanced company & property tax planning, so I really credit CF for a a fee-based advisory nicely done – giving me and my wife much clarity on the overall big picture.

The advisory fees are not cheap – only after I experienced the approach CF delivered the end result, I can vouch it is certainly worth the fees. Evidently, there are aspects in my investment properties portfolio which needs to be fined-tuned. Without going into details, these “fine-tunes” saves me money in the long run which is way more than the fees charged.“

“Worth the professional fees, easy to work with

Working with CF has really been a breath of fresh air. He has been most professional and efficient in all their services rendered. The advisory approach by CF was structured and no fluff– he simplified it without missing the important points, yet not too much information to digest for a non-financial background person. CF is really easy to work with and is prepared to give me + my wife time to discuss ideas, address concerns and solve problems. I can safely say we have never experienced such comprehensive, integrated advisory approach, and we’ve since set our standards high.”

Lieu is knowledgeable and articulate; he is non-judgmental yet honest.

He taught us our financial options as young professionals, how to evaluate our options, how to set goals, and how to execute our plans in ways that align with our values.

And in order to effectively offer his expert perspectives that helped us reframe our relationship with money, Lieu put in the effort to truly get to know us as people. Never once did he make us feel inadequate about what we did or what we did not yet know.

Combined with his friendliness and fun analogies, we highly recommend Lieu to anyone—regardless of age—who is looking for a trustworthy financial advisor.”

“Lieu’s financial coaching approach helped me rethink & instill that elusive sense of progress, direction and achievement in my personal finances. 

He has also helped me tremendously in my business tax planning going forward, which I reckon, without his actionable advice, I don’t think I’d be able to sort things out in 10 years.

Very worthwhile investment in advisory fees compared to the value and clarity I have gotten out from the intensive 1on1 sessions.”

“CF Lieu has been instrumental in structuring a workable children education funding roadmap for my 2 toddlers. I need to strike a balance between sufficient financial protection during my most productive years without overpaying for insurance, while reasonably save + invest towards the goal of funding kids education fees with high certainty.

The approach I experienced has been client-centric & transparent – aligned my budget and requirements. Am now more aware of the real financial planning – it’s process-oriented, not product focused.

Also, the 1on1 sessions had been crucial in saving me tens of thousands effortlessly, in the next 10-20 years.“